Client: Medical device manufacturer

Client's Goals: The client sought to unify sales, service, and finance systems to break silos, enhance support, and gain full revenue visibility.

Our Team's Role: Our team designed and implemented a Salesforce–NetSuite integration, aligning CRM and ERP systems, optimizing workflows, and enabling real-time data access across departments.

A rapidly growing medical device manufacturer, serving hospitals with cutting-edge technology, needed a connected solution to manage its full revenue lifecycle. While the sales team used Salesforce to manage pipelines and opportunities, back-end fulfillment and financial processes operated in NetSuite—resulting in limited visibility and inefficiencies across departments. By integrating Salesforce and NetSuite across the entire revenue lifecycle, the client unlocked operational visibility, empowered its teams, and delivered a more responsive and reliable customer experience. Leadership now has the data clarity needed to scale with confidence.

Challenges

• Disconnected Salesforce and NetSuite systems created gaps between sales, fulfillment, and finance processes.
• Limited post-sale visibility and lack of real-time data hindered customer support and responsiveness.
• Fragmented data made accurate reporting and end-to-end performance tracking challenging for leadership.

Citrin Cooperman's Approach

• Expanded Salesforce with Sales and Service Cloud to centralize customer, opportunity, and case data for better collaboration.
• Integrated Salesforce and NetSuite with real-time, bidirectional syncing to unify the Quote-to-Cash process.
• Enabled full visibility into orders, invoices, and returns while standardizing forecasting and quota tracking in Salesforce.

Results

• Citrin Cooperman implemented an integrated Salesforce-NetSuite system that aligned sales, service, and finance teams—streamlining handoffs and eliminating process gaps.
• Real-time data access improved customer response times, boosted satisfaction, and reduced manual work across teams.
• Leadership gained full visibility into the revenue lifecycle, enabling better forecasting, planning, and data-driven decisions.